US Pharmaceuticals & Biotechnology "UBS Bio Catalyst Watch" Yee

Research evidence excerpt

US Pharmaceuticals & Biotechnology "UBS Bio Catalyst Watch" Yee

Global Research

7 June 2026ab

US Pharmaceuticals & Biotechnology Equities

AmericasUBS Bio Catalyst Watch

Pharmaceuticals

Michael Yee

We highlight upcoming catalysts anticipated over the next ~90 days across the UBS Analyst

biotech universe, categorized by expected stock impact. We also flag our most michael.yee@ubs.com

frequently asked-about near-term catalysts from ANAB, BIIB, CGEM, CGON, EXEL, JAZZ, +1-305-536 9101

PFE, TEVA, and UTHR. Ashwani Verma

Analyst

Please see inside for a list of near-term catalysts categorized by stock impact and reach ash.verma@ubs.com

out for a full excel of our catalyst calendar for 2026. +1-212-713 4059

David Dai

AnalystMost Frequently Asked-About Catalysts:

david.dai@ubs.com

+1-212-713 6241

Yee: (1) PFE the co expects to share Phase III 2L NSCLC data from the company's B6A

Dina Elmonshed

ADC mid-year. The company recently refined the primary endpoint of the study to assess Analyst

overall survival in an all-comers setting (see our note here and ASCO takeaways here). dina.elmonshed@ubs.com

Also see our recent deep dive with detailed slides here. +1-212-649 8276

Kyle Yang, CFA

(2) BIIB will share full Phase II BIIB080 tau ASO data in early Alzheimer's patients at AAIC Associate Analyst

July 12-15. The topline data was mixed and missed the primary endpoint of dose kyle.yang@ubs.com

response on CDR-SB (our note here) which we previously wrote was likely due to low +1-212-713 1458

stat powering. We expect the full data to clarify outstanding questions on lack of dose Matthew Hagood

response and any pot'l safety issues at high dose which could move DNLI who is in Phase Associate Analyst

IB for their TV-enabled tau ASO with better pot'l biodistribution and efficacy.